Advisor at Navpoint Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Navpoint Financial, Inc.
Location
Prior Lake, MN 55372
Credentials
Series 63, Series 65
Industry experience
42 years
Bruce Carlson is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at NavPoint Financial since 1998 and previously spent over three decades at Capital Management Securities, Inc. Outside of advising, Carlson serves as president and board member of his local homeowners association and is a volunteer high-performance driving instructor for BMW car clubs. NavPoint Financial, Inc. offers investment management and comprehensive financial planning to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm employs a holistic investment approach that integrates employer-sponsored benefit plans and concentrated positions, utilizing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.
Based on Navpoint Financial, Inc.
Based on Navpoint Financial, Inc.
Fixed fees from $500 to $20,000 annually for financial planning and related services
0% to 2% annually
$150 - $600 per hour for special projects
Account minimum: $3 million Minimum fee: Fixed fees generally range from $500 to $20,000 annually Fee-only: Financial planning fees as fixed fees; hourly charges for special projects $150 - $600 per hour
16180 Hastings Ave Se Suite 301
Prior Lake, MN 55372
Minnesota
Navpoint Financial, Inc.
1998 - Present (28 years)
Capital Management Securities, Inc.
1983 - 2016 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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